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Remove access from Account level users

Can I remove access to a company from a user who has access to all companies in AutoEntry?

Marie-Helene Sheeran avatar
Written by Marie-Helene Sheeran
Updated over a week ago

If you want a user with account-level access not to access a company, you can't use the button to remove access for that company. Instead you either need to clear the permissions at account level first, or re-add the user to change its access level to single companies.


Default

If you initially set up a user with Account level access they’ll have access to all current and future companies.

If after that you select a company and click Remove access, this will only clear the permissions for that company. But any permission set up at account level will still apply to that company. Those permissions will show as greyed out under the companies permission tab.

📌TIP: You can see what Access level a user has in the People page:

📎NOTE: In some scenarios, removing the access from one company can trigger the error "failed to update relationship".

To remove access from users with Account level access, you have two options:


Option 1 - Keep account-level access and remove account-level permissions

You can give access to all companies and remove all the permissions for the one company you want to restrict. To be able to do that, you need to remove the permissions set up at account level first as they’ll apply to all companies.

📎NOTE: With this set up, the user will see the company in the list in the Home section, but will see no folders.

Remove permissions at account level

  1. Go to the People section.

  2. Edit the user.

  3. Under Set up Access for, click Account.

  4. under the Permissions tab, remove all the permissions.

Customise permissions at company level

Once you've removed the permissions at account level, you can customise permissions for each company. For any company you don't want a user to access, untick all the permissions.

  1. Go to the People section.

  2. Edit the user.

  3. Under Set up Access for, click Company.

  4. Select the company from the drop-down.

  5. Under the Permissions tab, add the relevant permissions.

  6. Repeat for each company.


Option 2 - Remove account-level access and set up as company level only

If you don't want a user to see a restricted company in the Home tab, you need to remove their Account level access. You can add them again with Company level access only.

  1. Go to the People section.

  2. Edit the user.

  3. Under Set up Access for, select Account.

  4. Click Remove all Access and confirm.

    Note - the user will still show. Refresh the page or click the People tab.

  5. Go to the People Tab.

  6. Click Add People.

  7. Add the user email address.

  8. Select Single Company.

  9. Select one of the companies you want them to access.

  10. Check the permission.

If you need to add more companies, you don't need to invite again, instead:

  1. Under Set up access for, select the company from the Company drop-down

  2. Set the permissions

In the People's tab we can see the access level type is "Company":

📎NOTE: Removing a user and adding them again doesn't send an invitation. They won't need to set up their access again, their credentials will remain.

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